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Personalized Financial Services

Your choice for Financial Services

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to help guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Understanding Today's Financial Environment

Over 21 years ago I started my practice with the goal of assisting my clients in every aspect of their financial lives. I strive to build relationships based on trust, competent professional advise, continual communication and prompt personal service. For each of my clients I strive to help improve financial stability in order to provide financial independence.

I am an experienced professional with "hands on" approach to financial guidance. Not only will you find that I am knowledgeable, but you will also discover that I truly care about helping you make your dreams a reality. As your Financial advisor, I will do everything in my power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

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Your Financial Future

My practice is based on the principle that education and understanding of your current situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send me an email or give me a call at (713) 552-1786.

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."

Robert Fogel

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